See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,217 | $122,239-62.2% | $184,203-74.9% | $74,495-38.0% |
| Participation rate | 91.1% | 85.5%+5.6pp | 86.8%+4.3pp | 67.2%+23.9pp |
| Annual return | 16.01% | 19.95%-3.9pp | 28.81%-12.8pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $3,548 | $4,537-21.8% | $6,427-44.8% | $2,623+35.3% |
| Participant deferral / active EE | $5,278 | $7,139-26.1% | $9,131-42.2% | $4,346+21.4% |
| Admin fee / account holder | $4,352 | $1,260+245.5% | $13,901-68.7% | $1,942+124.1% |